Financial Guidance Group, Inc. J P Morgan Exchange Traded Fd Transaction History

Financial Guidance Group, Inc.

  • $156 Million
  • Q3 2024

A detailed history of Financial Guidance Group, Inc. transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Financial Guidance Group, Inc. holds 195,722 shares of JEPI stock, worth $11.7 Million. This represents 7.49% of its overall portfolio holdings.

Number of Shares
195,722
Previous 201,374 2.81%
Holding current value
$11.7 Million
Previous $11.4 Million 2.05%
% of portfolio
7.49%
Previous 7.7%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024
SELL
$54.98 - $59.51 $310,746 - $336,350
-5,652 Reduced 2.81%
195,722 $11.6 Million
Q2 2024

Jul 25, 2024
BUY
$55.45 - $57.39 $315,565 - $326,606
5,691 Added 2.91%
201,374 $11.4 Million
Q1 2024

May 01, 2024
BUY
$54.75 - $57.86 $226,446 - $239,308
4,136 Added 2.16%
195,683 $11.3 Million
Q4 2023

Jan 26, 2024
SELL
$51.51 - $55.33 $172,403 - $185,189
-3,347 Reduced 1.72%
191,547 $10.5 Million
Q3 2023

Oct 23, 2023
BUY
$53.5 - $55.92 $272,796 - $285,136
5,099 Added 2.69%
194,894 $10.4 Million
Q2 2023

Jul 26, 2023
SELL
$53.85 - $55.4 $91,329 - $93,958
-1,696 Reduced 0.89%
189,795 $10.5 Million
Q1 2023

Apr 18, 2023
BUY
$52.13 - $55.7 $1.77 Million - $1.89 Million
33,890 Added 21.5%
191,491 $10.5 Million
Q4 2022

Jan 27, 2023
BUY
$50.88 - $56.78 $8.02 Million - $8.95 Million
157,601 New
157,601 $0

Others Institutions Holding JEPI

# of Institutions
1,166
Shares Held
279M
Call Options Held
307K
Put Options Held
341K
View Full List

About J P MORGAN EXCHANGE-TRADED FD

JEPI Quotes by TradingView
  • Ticker JEPI
  • Sector ETFs
  • Industry ETFs
More about JEPI
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